Quicken 2017 Deluxe to 2020 Quicken Starter R26.21

Hi Community. First post so pls bear with me. Just completed upgrade from Q17-Deluxe to Q20 Starter. While validating balances, it appears all bank, asset, credit card and liability accounts have converted successfully. Investment accounts are a different story...

...while the cash balance in some of the investment accounts appears accurate, the total market value (cash + shares X current fmv) does not appear accurate.

I’m confused whether this is a data conversion issue, a limitation in the investment function capabilities of the Starter version of the software or other. Insights or questions appreciated.

Comments

  • Greg_the_Geek
    Greg_the_Geek SuperUser, Windows Beta ✭✭✭✭✭
    Quicken Starter doesn't support investment accounts.
    Quicken Subscription HBRP - Windows 10
  • thecreator
    thecreator SuperUser ✭✭✭✭✭
    Hi @nrocco ,

    See : https://www.quicken.com/compare

    Investments starts in Deluxe, not in Starter Edition.

    Also:  https://www.quicken.com/support/what-quicken-data-access-guarantee
    thecreator - User of Quicken Subscription R33.24  USA & Quicken 2017 HBRP R20.6 USA
                       Windows 10 Pro 32 & 64-Bit Build 21390.1010
    also            Windows 10 Pro 64-Bit Build 19043.1052

    Note: Holding Down the Shift Key or Ctrl Key produces Window with Quicken 2019 in the Title Bar when clicking About Quicken,

    View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1

  • nrocco
    nrocco Windows Beta Beta
    Thank you, that's what needed to understand.
  • Tursiops
    Tursiops Member
    Follow up on this, though different user:
    I found the same problem. Deluxe 2017 to Starter.
    So I purchased Deluxe Subscriber.

    However after uninstalling Starter and installing Deluxe, it still opens my files in Starter. It welcomes me and has me sign in to my Quicken account. It does not ask for my Deluxe activation key.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    @Tursiops Try selecting: Help -> Enter Activation Code...
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Tursiops
    Tursiops Member
    Enter activation code is not available under help. Not needing to Enter the code was just a possible symptom.

    The problem is Deluxe switches to Starter as soon as I restore my files.
  • Tursiops
    Tursiops Member
    Oh! Oh!
    Never mind then!

    I needed to have an active set of file data in place to have the option to enter the code!

    Thank you for the assistance!
This discussion has been closed.